Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	301,977
Hennessy Advisors Inc	[2026-06-30]	SOLE	194,044	194,044
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	133,089	133,089
QRG Capital Management Inc	[2026-06-30]	SOLE	109,112	109,112
Davenport & Company LLC	[2026-06-30]	SOLE	75,503	75,863
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	69,612	69,612
Gradient Investments LLC	[2026-06-30]	SOLE	0	65,039
Cidel Asset Management Inc	[2026-06-30]	SOLE	61,790	61,790
First Bank & Trust	[2026-06-30]	SOLE	46,718	47,173
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	32,180	32,180
Fulton Bank NA	[2026-06-30]	SOLE	31,405	31,405
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	321	31,300
Henry James International Management Inc	[2026-06-30]	SOLE	30,745	30,745
Perpetual Ltd	[2026-06-30]	DFND	28,478	28,478
Northside Capital Management LLC	[2026-06-30]	SOLE	25,805	25,805
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	24,531	24,531
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	20,560
First Pacific Financial	[2026-06-30]	SOLE	0	20,118
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	12,914	12,914
Mitchell & PAHL Private Wealth LLC	[2026-06-30]	SOLE	12,802	12,802
Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors	[2026-06-30]	SOLE	0	12,102
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	11,788	11,788
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	11,736	11,736
Prairie Advisory LLC	[2026-06-30]	SOLE	0	10,656
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	10,017
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	9,772	9,772
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	9,157
Versant Capital Management Inc	[2026-06-30]	SOLE	9,150	9,150
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	9,077	9,077
Trust Point Inc	[2026-06-30]	SOLE	5,938	8,694
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